CDS Portal

To better serve you and to move closer to a paperless firm, we have implemented CDS Portal. A portal is your own secure online account accessible from your computer, tablet or mobile device. It’s a secure, online way to access your completed tax returns and source documents.

CDS Portal Features That Help Simplify Your Life

Document Storage – View your completed tax returns, with the ability to store returns for your children and related entities all on one portal. You can store your supporting documents, QuickBook files, financial statements, and other documents in your portal.

ClientFlow – Exchange files with us using ClientFlow. Securely send us your tax supporting documents, QuickBooks files, financial statements, and other documents. You can upload multiple files at once, up to 2GB each.